Create Your Own Safety Net
What do you want people to know about you after you’re gone? Susan Graham discusses in this video.
What Happened to our Money?
Kathy was shocked when she read her mother’s bank statement. How could it be there was only $100 left? Where did the other $50,724 go? The family was planning to use the money to pay for care to assist her mother, Nancy, age eighty-six, had trouble walking and now was so forgetful she could not…
What about my passwords?
How will the people you rely on find your passwords if something happens to you? Susan Graham discusses in this this video.
Why Not Put a Home in a Child’s Name?
What bad things can happen if my parents put their home in my name? Betty and Frank plan to gift their home to their only son, Bruce. They want Bruce to inherit everything when they die. Right now Bruce is on all bank accounts. He is named as the beneficiary on their retirement accounts and…